Truist

Wealth Onboarding Specialist

Truist

full-time

Posted on:

Location Type: Hybrid

Location: Orlando • Florida • Virginia • United States

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About the role

  • report to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates
  • office set up (computers, monitors, adding supplies, etc.) training on Truist Systems
  • preparing client onboarding packages, opening accounts, processing paperwork and account follow up
  • ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison
  • providing onsite support during transitions (2-4 weeks at a time, including nights and weekends)
  • 30, 60, 90-day check-ins with new advisor or team and address any additional training needs
  • help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
  • help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
  • offboarding support for terminated Wealth teammates

Requirements

  • Bachelor’s degree, or equivalent education and related training
  • Five years of broker/dealer or financial services industry experience
  • Strong understanding of retail brokerage products, services, operations and systems
  • Excellent analytical, problem-solving, organizational skills
  • Strong verbal and written communication skills
  • Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
  • Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
  • Ability to do extensive travel, 2-6 weeks at a time, including weekends
Benefits
  • All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits
  • medical, dental, vision, life insurance
  • disability, accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
  • 10 sick days (also prorated)
  • paid holidays
  • defined benefit pension plan (depending on position and division)
  • restricted stock units
  • deferred compensation plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
broker/dealer experiencefinancial services experienceretail brokerage productsoperationsanalytical skillsproblem-solving skillsorganizational skillsMicrosoft Office Productsbrokerage systems knowledge
Soft Skills
verbal communicationwritten communicationtask prioritizationability to work under pressure
Certifications
Bachelor’s degree